Funds & Allocation

Funds & Allocation is where your co-marketing budget becomes a real program: set up a fund with a budget and period, then allocate it to partners by segment, fixed or pooled, so everyone knows what they have to spend.

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The problem it solves

MDF budgets run in spreadsheets are opaque and hard to control:

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Impact

A partner who can see their balance plans real marketing around it. One who has to email and wait plans around a different vendor.

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See it work

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How it works

A marketing fund holds a budget for a period and the rules for how partners can use it. You create a fund, set its currency and period, and allocate budget to partners by segment. You decide whether each partner in a segment gets a fixed amount or whether the segment draws from a shared pool, so the same engine supports both per-partner entitlements and first-come pooled programs. Because allocation is driven by segments, your existing partner segments determine who gets what, and the budget updates as partners qualify. Partners see their allocation and remaining balance in the portal, so the program is transparent from the start rather than a black box partners have to email you about. Funds & Allocation turns a budget into a transparent, segment-driven program. Set the fund and period, allocate by segment, and pick fixed or pooled. Partners see what they have, and your team controls the budget without a spreadsheet.

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Run it from your AI assistant

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Going deeper

Works with